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@pk , yes, this answers everything I had. Thanks again for all your help!
I can't help with California. For Federal it's possible for those taxes to go up after entering rental income but before entering rental expenses. It all depends on what other income and expenses hav... See more...
I can't help with California. For Federal it's possible for those taxes to go up after entering rental income but before entering rental expenses. It all depends on what other income and expenses have been entered. If you were using the desktop version, you could view your return line for line before entering the rental info and then see what changes as you entering the rental data. 
Just send the federal 1040 to the IRS.  Send the California 540 to California.  Calif might want a copy of the 1040 too.  When you print it out there might be an extra 1040 after California to send w... See more...
Just send the federal 1040 to the IRS.  Send the California 540 to California.  Calif might want a copy of the 1040 too.  When you print it out there might be an extra 1040 after California to send with CA.  There should be a cover sheet for federal and CA saying what to file and where.  Unless you efiled, then you don't mail anything to anyone.  
The loan on my home was purchased by a new bank at after the first quarter of 2024. I file home office expenses and deduct a portion of my mortgage interest payments. Turbotax only accounts for the p... See more...
The loan on my home was purchased by a new bank at after the first quarter of 2024. I file home office expenses and deduct a portion of my mortgage interest payments. Turbotax only accounts for the prior bank's interest (the smaller amount) but exclude the new banks interest from the deduction calculation on form 8829 Line 10. How can I prompt the software to recalculate the number? Both mortgages are selected on the screen that asks "Yes, include for this home office deduction".  I've tried checking and unchecking this, but it doesn't have an effect. 
Sorry no one can call you.  Try posting questions here in this public user forum.  Or How to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991
Are you using the Windows Desktop Business program or the Online LIVE expert help version?  I'll assume you are using the Desktop program.  In the Desktop programs you don't clear and start over.  Yo... See more...
Are you using the Windows Desktop Business program or the Online LIVE expert help version?  I'll assume you are using the Desktop program.  In the Desktop programs you don't clear and start over.  You just start a brand new return, go up to FILE - New.  You can transfer from 2023 again if you need to.    I don't know about it saying you already filed.  You can delete the wrong return.  
How to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991
Hello Mike9241,  Thank you for your response. You are correct, I was actually referring to passive activity losses carried over from previous years.  I don't have any NOLs.  My overall adjusted gros... See more...
Hello Mike9241,  Thank you for your response. You are correct, I was actually referring to passive activity losses carried over from previous years.  I don't have any NOLs.  My overall adjusted gross income has never been negative in any year. My MAGI has been too high for many years to be able to utilize any of the PALs, so I know that they haven't been exhausted. I still show about ~250K in PALs on Federal Form 8582. Upon further investigation, it appears that somewhere along the past few years my PALs on California Form 3801 got lost in TurboTax and were not getting carried over. I am trying to track down where they got lost.  For the past 2 -3 years or so, ever since I started having positive rental income, the problem I have been encountering is that after entering rental income, as I start entering rental expenses my federal taxes due actually go up and conversely state income taxes due go down. Similarly, when I remove the rental expenses, CA tax liabilities due go up and federal liabilities go down. This should not be happening because I have enough PALs (~250K) from previous years.  So, my state & federal income tax liabilities shouldn't have been affected either way. The current income should simply have been offset against past losses. I am still trying to resolve this. Part of the puzzle seems to be that the PALs for CA on 3801 are not being carried over. I spoke to a TurboTax and that person suggested I put it into 3801 directly to offset CA income. The federal part I cannot understand for the life of me. Any help or insight is appreciated here.   An accountant I recently visited suggested I look into election of NOLs and the possibility that they were not getting used due to not being elected, but that appears to be misguided, since I am dealing with PALs.        
how do i contact customer service?
I am preparing my 1065 form and there are two errors that will not go away. I have decided to start over, but the system is saying I have filed but I have not.
I need help finishing my 2024 taxes.
this is from IRC section 183 which deals with hobby losses (d)Presumption If the gross income derived from an activity for 3 or more of the taxable years in the period of 5 consecutive taxable yea... See more...
this is from IRC section 183 which deals with hobby losses (d)Presumption If the gross income derived from an activity for 3 or more of the taxable years in the period of 5 consecutive taxable years which ends with the taxable year exceeds the deductions attributable to such activity (determined without regard to whether or not such activity is engaged in for profit), then, unless the Secretary establishes to the contrary, such activity shall be presumed for purposes of this chapter for such taxable year to be an activity engaged in for profit.     so if let's say you don't meet the 3 out of 5 year profit rule.  how to show the IRS it's an activity for profit.   see this IRS webpage for what the IRS takes into consideration. keep good documentation of what you are doing to meet these criteria. a written business plan is useful    https://www.irs.gov/newsroom/heres-how-to-tell-the-difference-between-a-hobby-and-a-business-for-tax-purposes 
Sharing an update based on my recent interaction with Intuit.   Following a phone conversation with their customer care team, I received an email response. The representative I spoke with was cour... See more...
Sharing an update based on my recent interaction with Intuit.   Following a phone conversation with their customer care team, I received an email response. The representative I spoke with was courteous and seemed genuinely empathetic. That said, they were not in a position to offer any new information—neither regarding a potential reversal of the decision to sunset ItsDeductible, nor about options for mid-year data downloads or importing into TurboTax 2025.   Bottom line: loyal customers are still left without answers or a clear path forward.   If you’ve had similar experiences or concerns, I encourage you to share them here. The more voices we raise, the more likely Intuit is to take notice. You can also submit feedback directly through their official support page or via the TurboTax product feedback form.   Let’s keep the conversation going and push for transparency and a meaningful resolution.   ———- ———— ————   From: Office of the President Sent: Friday, September 5, 2025 1:07 PM Subject: B2C Case: OOP- I’m reaching out from TurboTax Customer Care on behalf of Intuit's Office of the President in response to your recent complaint. Thank you for taking the time to speak with me regarding the discontinuance of ItsDeductible. First and foremost, I want to sincerely thank you for taking the time to share your experience. We truly value hearing from our customers—even when it's difficult—because your feedback helps us better understand the impact of our decisions. We’re very sorry for the frustration and inconvenience this situation has caused. We understand how upsetting it can be to feel caught off guard by a change, especially one that affects how you’ve comfortably used our software for many years. We know that many of our loyal ItsDeductible users may feel disappointed, and for that, we truly apologize. The decision regarding the discontinuance of ItsDeductible was not made lightly. We recognize that this doesn’t make the change any easier, and we regret that it has created additional effort on your part. While it’s possible that the decision could be reversed or a possible replacement product in the future, there is no guarantee. As a quick recap of our conversation, You expressed the following concerns:  ItsDeductible is integrated within the TurboTax software, which makes it more efficient to use; Many competitors provide integrated applications like ItsDeductible, which makes them more attractive for the future; The timing to end ItsDeductible is mid tax year, which makes it difficult to identify a replacement, resulting in manual entries; Intuit is taking away product features, imposing restrictions on products while continuing to raise the prices, and  Concerns regarding the lack of thoughtful decision making within Intuit's Executive structure. We understand this may not be the outcome you were hoping for, and again, we are truly sorry for any disruption this has caused. Your feedback has been heard, and it will be shared with the appropriate teams. Please continue to monitor our community pages and/ or email for any additional information regarding this matter. Thank you for the opportunity to address your concerns. As all your questions have been resolved, your case is now considered closed. If you need any support in the future, please don’t hesitate to contact us at [phone number removed]. We’re here to help.   With sincere apologies, TurboTax Customer Care
To prepare or edit  estimates for next year you start with your current return, but be careful not to change anything.  If you can't get back into your return, Click on Add a State to let you back in... See more...
To prepare or edit  estimates for next year you start with your current return, but be careful not to change anything.  If you can't get back into your return, Click on Add a State to let you back into your retun.   You can just type W4 in the search box at the top of your return , click on Find. Then Click on Jump To and it will take you to the estimated tax payments section. Say no to changing your W-4 and the next screen will start the estimated taxes section.   Or Go to…. Federal Taxes or Personal (Deskop H&B) Other Tax Situations Other Tax Forms Form W-4 and Estimated Taxes - Click the Start or Update button   In the Desktop program you can switch to Forms and open the Estimated Tax Payments Options sheet.  You can even select to print the estimates with just your personal info and no amounts.  You  can play with and tweak the amounts.  You can open the individual 1040ES forms and override the amounts.     See, https://ttlc.intuit.com/community/tax-payments/help/can-turbotax-calculate-next-year-s-federal-estimated-taxes/01/26437   You must make quarterly estimated tax payments for the current tax year if both of the following apply: - 1. You expect to owe at least $1,000 in tax for the current tax year, after subtracting your withholding and credits.   - 2. You expect your withholding and credits to be less than the smaller of:     90% of the tax to be shown on your current year’s tax return, or   100% of the tax shown on your prior year’s tax return. (Your prior year tax return must cover all 12 months).   Individuals whose AGI for the preceding taxable year exceeds $150,000 must pay the lesser of 90% of the tax due for the current year or 110% of the tax on the individual’s return for the prior taxable year   To just estimate the remaining quarters put in that you paid $1 for the missed quarters so it will only calculate the remaining quarters.
This worked for another user.  “I was ultimately able to figure out that I could populate part II of the form via the "Sales of Business Property Smart Worksheet" at the top of the non-enterable for... See more...
This worked for another user.  “I was ultimately able to figure out that I could populate part II of the form via the "Sales of Business Property Smart Worksheet" at the top of the non-enterable form.”
do you mean how to pay your estimated tax for 2025 i.e. 1040-ES generally due quarterly, Q3 deadline 9/15 coming up this week?   Turbo doesn't have any role in 'filing' ES during the year, if you'r... See more...
do you mean how to pay your estimated tax for 2025 i.e. 1040-ES generally due quarterly, Q3 deadline 9/15 coming up this week?   Turbo doesn't have any role in 'filing' ES during the year, if you're referring to that, you can just pay online at irs.gov if able and make sure to classify it as 1040-ES for 2025.   To calculate how much to pay try some of the online calculators in particular the W4 tool from IRS may be helpful, most tools are not updated yet for 2025 'big bill' changes but it depends whether those changes apply for you.  See also Form 1040-ES instructions which has some worksheets to help with estimation, and Form 2210 lines 1-9 for the safe harbor calculation (i.e. you need to pay during 2025 either thru withholding or "timely" (usually quarterly) estimated tax, the smaller of - 100% of 2024 tax [110% if AGI > 150k or 75k for filing MFS], or 90% of 2025 tax).   If you didn't pay Q1/2 ES but your income was steady and you should have paid those, generally you should pay them right away to stop the penalty accruing, there are other options to reduce the penalty such as increasing withholding the rest of the year (not much time left tho) or try to file Form 2210 Annualized Income method but it may only help if your income is backloaded in later quarters.  It really depends the specifics of your situation.
Yes turbo tax was supposed to take the money out of my refund. I've spoke to the IRS and it was direct deposited in April, but I've tried calling turbo tax and was told a cashier check was sent to me... See more...
Yes turbo tax was supposed to take the money out of my refund. I've spoke to the IRS and it was direct deposited in April, but I've tried calling turbo tax and was told a cashier check was sent to me from turbo tax in April. Either way I've not received my refund and I have been very patient about the situation. But a new year is about to take place and I haven't received last year yet. I have an appointment with a lawyer Wednesday and I am opening a civil suit against turbo tax because I want my money 
Turbo tax claimed to have sent a check to me . My refund was supposed to be direct deposited but my bank denied it. So I have not received a check from IRS or turbo tax. And I've reached out to custo... See more...
Turbo tax claimed to have sent a check to me . My refund was supposed to be direct deposited but my bank denied it. So I have not received a check from IRS or turbo tax. And I've reached out to customer service and was told that I received a check in the mail. So I followed the Freud department's directions only to be told that I didn't submit everything in a timely manner. A check was sent in April and it's September and I have yet to get a check. Someone is responsible for that and I have already contacted the better business bureau along with some other steps. I'd like my check sent to me. I've recently moved and tried to tell customer service my new address and I received nothing but havoc from there agent. Either I get a check or I'm about to open a civil suit against turbo tax.